Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners by managing client records and preparing for meetings.
- Company: Join a reputable financial advisory firm with over 30 years of experience in tailored financial solutions.
- Benefits: Enjoy hybrid working, competitive salary, free drinks, and progression opportunities.
- Why this job: Be part of a supportive team culture while making a real impact on clients' financial futures.
- Qualifications: Two years of admin experience in finance and working towards a Diploma in Financial Planning.
- Other info: Opportunity to mentor junior team members and participate in personal development projects.
The predicted salary is between 22700 - 27700 £ per year.
Location: Bury St Edmunds / Ipswich
Benefits:
- Life Cover
- Income Protection
- Cycle to Work Scheme
- Competitive Salary
- Hybrid Working
- Electric Vehicle Scheme
- Free Parking, Free Drinks, Free Fruit
- Progression Opportunities
Salary: £27,000 to £31,000 (Dependent on Qualifications and Experience)
About the Company:
Our client is a well-established financial advisory firm, founded in 1988. With a strong reputation for delivering tailored financial solutions, the company offers a comprehensive range of services, including investment management, retirement planning, estate planning, and employee benefits advice. They specialize in providing exceptional financial services to individuals, businesses, and trusts.
Day-to-Day Duties:
- Client Review Packs: Generate and compile accurate client review packs, ensuring all necessary checks are completed.
- Timely Information: Provide timely and accurate information, liaising with providers and third parties as needed.
- Client Record Management: Maintain a clear audit trail for all client records, ensuring documents are correctly saved and named.
- Team Communication: Keep Financial Planners and team members informed of progress, escalating any concerns or complaints as they arise.
- Weekly Reviews: Hold weekly review meetings with Financial Planners to discuss priorities and address any issues.
- Client Meeting Support: Prepare for and attend client meetings to support Financial Planners, presenting parts of the meeting (2-3 times a year).
- Pre/Post-Reviews: Conduct pre- and post-reviews, delegating tasks to junior team members where appropriate. Ensure meeting notes are issued promptly and actions are completed.
- Team Development: Support and mentor junior team members to enable them to undertake tasks that benefit both the team and clients.
- New Business Due Diligence: Complete due diligence for all new business, following the checklist, and generating platform calculators to outline costs.
- Suitability Letters: Generate template suitability letters from IO, completing factual client and plan details. Liaise with the Lead Support or Senior Financial Planner Support for assistance as needed.
- Cash Weightings: Work with Financial Planners to ensure cash weightings are checked and actioned weekly.
- Opportunity Management: Ensure IO is updated regularly with added and maintained opportunities.
- Client Instructions: Process all client instructions using the advice flow, checklists, and IO event lists.
- Personal Development: Participate in projects and tasks to support your development.
What is Needed to Be Considered for this Role:
- Experience: At least two years of administration experience in a financial planning company.
- Qualifications: Working towards the Diploma in Financial Planning.
- Skills: Proficiency in using IO.
- Strong attention to detail and accuracy.
- Computer literacy and data management.
- Analytical thinking.
- Excellent organizational and prioritization skills.
- Effective time management.
- Ability to work well within a team.
- Strong communication skills, both written and verbal.
- Ability to train others and raise/address issues or errors as necessary.
Apply today to be considered for this opportunity! If suitable, one of our specialist consultants will contact you to discuss the role in detail and submit your CV to the client. We will also explore other relevant opportunities matching your skills and motivations. Please note: Due to the high volume of responses, we regret that we are unable to provide feedback to all applicants. If you do not hear back within 7 days, please assume your application was not successful.
IFA Administrator employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific software and tools mentioned in the job description, particularly IO. Being proficient in this system will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Highlight your experience in financial administration during any networking opportunities or informal chats. Engaging with professionals in the industry can provide insights and potentially lead to referrals that could strengthen your application.
✨Tip Number 3
Prepare to discuss your organisational and time management skills in detail. Think of specific examples where you successfully managed multiple tasks or projects, as this will resonate well with the responsibilities outlined in the job description.
✨Tip Number 4
Consider reaching out to current or former employees of the company on professional networking sites. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when applying.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration. Emphasise your attention to detail, organisational skills, and any specific software proficiency, particularly with IO.
Craft a Strong Cover Letter: Write a cover letter that directly addresses the job description. Mention your two years of experience in a financial planning company and how it aligns with the responsibilities of the IFA Administrator role.
Showcase Relevant Skills: In your application, clearly outline your skills such as analytical thinking, effective communication, and time management. Provide examples of how you've used these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you understand the financial services industry and the specific role of an IFA Administrator. Familiarise yourself with key terms, processes, and the company's services to demonstrate your knowledge during the interview.
✨Showcase Your Attention to Detail
Since this role requires strong attention to detail, be prepared to discuss examples from your previous experience where your accuracy made a difference. Highlight any systems or methods you use to ensure precision in your work.
✨Prepare for Team Dynamics
The job involves working closely with Financial Planners and junior team members. Be ready to talk about your teamwork skills and how you've successfully collaborated in past roles. Consider sharing instances where you mentored others or resolved conflicts.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the company and the role. Inquire about their approach to client management or how they support professional development, which can also give you insight into their culture.
